DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 233 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,961,413 | -1.5% | 373,911 | -2.7% | 1.24% | -5.2% |
| Q1 2024 | $12,144,436 | +9.8% | 384,196 | -0.6% | 1.30% | +0.6% |
| Q4 2023 | $11,059,539 | +12.3% | 386,562 | +0.8% | 1.30% | +1.4% |
| Q3 2023 | $9,851,961 | -0.6% | 383,494 | +2.7% | 1.28% | +3.7% |
| Q2 2023 | $9,906,453 | +19.2% | 373,265 | +12.9% | 1.23% | +9.7% |
| Q1 2023 | $8,310,404 | – | 330,565 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |